Services
With Eqvista, you will be able to effectively manage your company with our cap table software and leading valuation services.
Your complete Cap Table and
409a Valuation Service
Eqvista brings all your equity management and valuation needs together in one platform. Our state-of-the-art cap table software is what all companies need to easily issue stocks, options and shares. Our NACVA-certified analysts provide industry-leading 409A valuations that fully comply with safe harbor requirements and established valuation practices.
Equity Management
Our advanced equity management software simplifies ownership by handling your cap table, shares, and more—all from a single platform.
Cap Table
Stay on top of your cap table with real-time updates, clear transactions, and zero surprises. Our platform makes equity management fast, transparent, and error-free.
Cap Table Transfer
Migrate your cap table from another provider or spreadsheet to Eqvista, and enjoy fast, white-glove onboarding with the support of our dedicated team.
Financial Modeling
Model dilution, exits, and funding rounds in minutes—not hours. Our built-in tools like Waterfall Analysis and Round Modeling do the heavy lifting, so you can focus on the big picture.
Equity Consultation
Get expert guidance on structuring your equity, from early-stage splits to growth-stage raises. We help you make smart, founder-friendly decisions at every step.
Valuation
Eqvista’s expert valuation team serves businesses of all sizes, from startups to multinationals, with accurate, audit-ready valuations and seamless IRS filing support.
409a Valuation
Accurate, audit-defensible 409A valuations—unlimited for a year, performed by NACVA-certified experts at Eqvista.
Eqvista Real-Time Company ValuationTM
Access your company’s real-time FMV with our always-on, IRS-compliant platform. AI-powered, human-verified.
FMV Valuation
Founder-friendly FMV valuations—IRS-compliant, audit-ready, and perfect for ESOPs or capital raises, backed by real financials and market comparables.
Software & IP Valuation
Audit-ready software and intellectual property valuations backed by income, market, and cost methods—providing clarity and defensible insights you can trust.
Portfolio Valuation - ASC 820
Get founder‑friendly, ASC 820-compliant portfolio valuations—audit‑ready and LP‑proof, built on robust models for clear, compliant investor insights.
QSBS Attestation Letter
Unlock massive future tax savings with our IRS-compliant QSBS attestations—formal eligibility letters that simplify compliance and strengthen investor confidence.
Gift & Estate Tax Valuation
Eqvista’s Gift & Estate Tax Valuation services allow individuals to value assets and optimize the tax impact of gifting. Also, Eqvista’s gift tax valuations enable CPAs to streamline workflows, reduce audit risk, and expand service offerings by delivering accurate, IRS-compliant valuations.
Compliance Services
Stay audit-proof with our IRS-compliant Compliance Services—covering ASC 718, Form 3921, 83(b) elections, and Rule 701 to simplify equity administration and reduce regulatory risk.
All Valuation Services
Eqvista helps businesses stay compliant and investor-ready with expert valuation and IRS filing services—saving you time, reducing risk, and ensuring accuracy.
